OFST820600 – Is Sustainable according to AMAS Self-Regulation

Does the fund comply with the criteria of sustainability as set out in the self-regulation on transparency and disclosure for sustainability-related collective assets, issued by the Swiss Asset Management Association (AMAS)?

A fund is being considered sustainable or having sustainability characteristics, if it pursues at least one of the following investment objectives for a minimum of 70% of its assets, net of cash and derivatives: - alignment (including transition) with one or more specific sustainability goals, or - contribution to the achievement of one or more specific sustainability goals.

For more detailed information on the reference framework for the sustainability goals and the details of the Swiss self-regulation, please refer to https://www.am- switzerland.ch/de/themen/sustainable-finance/selbstregulierung-sustainable-finance.

Property Value
OF-ID OFST820600
Name Is Sustainable according to AMAS Self-Regulation
Area Static data
Level Fund
Format yes / no
Tags ESG, CH
Introduced in openfunds 2.12

Allowed values

yes, no

Example

yes

FundsXML 4 mapping

FundsXML 4.2.11 has no element for this field. The converter keeps the value as CustomAttributes/Attribute named OF_OFST820600 on the share class (or position), so FundsXML → openfunds restores it unchanged.

The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.

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